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Name casing cleanup for first name, last name, and company name

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Contact6 stepsUpdated for HubSpot seat pricing
OutcomeNames entered in all caps, all lowercase, or inconsistent casing are converted to proper title case, so emails, exports, and sales collateral display correctly.
Workflow mapdata-quality-005
First or last name known, not yet cleaned leads to Custom code: title-case first + last name. Custom code: title-case first + last name leads to Set First name, Last name. Set First name, Last name leads to Company name known?. Company name known? leads to yes: Custom code: exception check + title-case company name; no: Skip. Custom code: exception check + title-case company name leads to Set Company name. Set Company name leads to Set Name casing status = Cleaned. Skip leads to Set Name casing status = Cleaned. yes no First or last name known, not yet cleaned Custom code: title-case first + last name Set First name, Last name Company name known? Custom code: exception check + title-case company name Skip Set Company name Set Name casing status = Cleaned
First or last name known, not yet cleaned leads to Custom code: title-case first + last name. Custom code: title-case first + last name leads to Set First name, Last name. Set First name, Last name leads to Company name known?. Company name known? leads to yes: Custom code: exception check + title-case company name; no: Skip. Custom code: exception check + title-case company name leads to Set Company name. Set Company name leads to Set Name casing status = Cleaned. Skip leads to Set Name casing status = Cleaned. yes no First or last name known, not yet cleaned Custom code: title-case first + last name Set First name, Last name Company name known? Custom code: exception check + title-case company name Skip Set Company name Set Name casing status = Cleaned

When to use it, when not to

Use it

  • Use it when leads come from sources like trade show badge scanners, chatbots, or old imports that store names in all caps or all lowercase.
  • Use it before any personalized email or external-facing export that displays the name to the contact or a third party.
Read more on when to use itShow less

Skip it

  • Do not use it on legal or brand-style company names without a bypass list. Naive title-casing breaks names like "iPhone", "eBay", or acronym companies such as "IBM".
  • Do not use it to fix first/last name reversal (names swapped between the two fields). That needs a separate manual review process, not a formatting action.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 6 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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